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Wells Fargo
WFC

Overview Fund Activity

1,975 hedge funds and large institutions have $115B invested in Wells Fargo in 2023 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 630 increasing their positions, 900 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,975
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
31.15%
Holding in Top 10
61
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-12.86%
% of All Funds
0.96%
New
161
Increased
630
Reduced
900
Closed
147
Calls
$2.44B
Puts
$3.57B
Net Calls
-$1.14B
Net Calls Change
-$6.41M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.08B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$375M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$315M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$262M
5
Barclays
Barclays
United Kingdom
+$226M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$627M
2
Capital World Investors
Capital World Investors
California
-$437M
3
Ameriprise
Ameriprise
Minnesota
-$315M
4
Franklin Resources
Franklin Resources
California
-$275M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
1126
Simmons Bank
Arkansas
$634K -$4.06K -95 -0.6%
VA
1127
Valmark Advisers
Ohio
$633K -$7.6K -178 -1%
CT
1128
Cambridge Trust
Massachusetts
$633K -$35.7K -836 -5%
MTC
1129
McDaniel Terry & Co
Texas
$632K – – –
LWM
1130
Liberty Wealth Management
California
$631K +$939 +22 +0.1%
FSA
1131
Fort Sheridan Advisors
Illinois
$631K – – –
PFA
1132
Pure Financial Advisors
California
$631K -$89.7K -2,101 -12%
LA
1133
LexAurum Advisors
Kansas
$629K +$14.4K +337 +2%
FNA
1134
First National Advisers
Nebraska
$629K +$21.2K +498 +3%
JFA
1135
JNBA Financial Advisors
Minnesota
$626K – – –
PNC
1136
Park National Corp
Ohio
$623K +$327K +7,660 +111%
WIS
1137
Wright Investors Service
Connecticut
$621K +$621K +14,542 New
ALAM
1138
Asahi Life Asset Management
Japan
$620K +$492K +11,530 +386%
NWM
1139
Northwest Wealth Management
Iowa
$619K -$5.72K -134 -0.9%
HCM
1140
Hodges Capital Management
Texas
$619K -$589K -16,336 Closed
RIA
1141
Richwood Investment Advisors
Ohio
$618K -$21.3K -498 -3%
HCP
1142
Hexagon Capital Partners
Arkansas
$616K +$25.2K +590 +4%
LF
1143
LifeSteps Financial
California
$610K -$1.96K -46 -0.3%
RT
1144
Rockland Trust
Massachusetts
$609K -$57.1K -1,339 -9%
GI
1145
Gradient Investments
Minnesota
$608K -$8.84K -207 -1%
JSL
1146
JT Stratford LLC
Georgia
$606K +$20.4K +478 +3%
KOC
1147
Koss-Olinger Consulting
Florida
$606K -$4.95K -116 -0.8%
BMA
1148
Brooks Moore & Associates
Tennessee
$606K – – –
CFG
1149
Citizens Financial Group
Rhode Island
$605K +$90.8K +2,127 +18%
IFU
1150
iSAM Funds (UK)
United Kingdom
$605K -$234K -5,492 -28%
44 45
46
47 48